Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-40.59%
3 year
18.14%
5 year
1.82%
10 year
6.26%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
95.58%
Sharpe
-0.07
Sortino
-0.12
Max drawdown
-87.66%
Best month
68.73%
Worst month
-83.43%
Beta vs VTSAX
5.25
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.